Portland Financial Planning

Financial Advisor in Shrewsbury, Shropshire · More financial advisors in Shrewsbury SY2 5PJ

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About the Business

If you are struggling to make sense of all the options you have for making the most of your money in later life, you've come to the right place. I'm Ben Walters, an Independent Financial Advisor based in Shrewsbury.

In the current economic climate and with longer life expectancies, it's more important than ever that those coming up to retirement, or already retired, plan ahead. We'll give you the honest and independent advice you need to make informed choices that will help ensure a comfortable future for you and your loved ones. What's more, you'll find that we are empathetic to your needs, and understand that the decisions you make are important to both you and your family.

Services covered

Investment Advice Retirement Planning Tax Planning Wealth Management Estate Planning Insurance Advice Mortgage Advice Debt Management Corporate Financial Planning Savings Plans